SMM alumina morning news: sporadic premiums in the market, attention to recent downstream procurement sentiment. As some electrolytic aluminum plants enter the final stage of pre-holiday stocking, downstream sentiment is gradually becoming more cautious, and market transactions are relatively light. On Wednesday, sporadic transactions were made in the northern market, with the transaction prices slightly increasing. Tight ore supply and the return of heavy pollution weather warnings have restricted the production capacity of northern alumina, while some alumina production capacity in the southwest region is also constrained by tight ore supply, maintaining a low production status. SMM expects the short-term spot supply to tighten without relief, and domestic spot prices may fluctuate at high levels before the festival. In addition, according to SMM's research, the spot market in this period continues to decline, with frequent inquiries from downstream for warehouse receipts from Xinjiang region, and attention to the subsequent transaction trend of warehouse receipt sources and the recent impact of heavy pollution and rain and snow weather in the north on enterprise production and goods shipment.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.